Goldman Sachs has shuffled some of the names on its "Conviction Buy" list, removing Apple (AAPL) in favor of Hewlett-Packard (HPQ). Meanwhile Goldman added EMC (EMC) to its "Americas Investment Buy List." Goldman clearly is the firm of many Buy lists. Anyway. Apple remains Buy rated, and Goldman's David Bailey writes today that the stock "should be bought on dips over the next 3-4 months during the anticipation period in front of iPhone." But says this will also be a period when "Apple shares are more subject to negative speculation," and that he prefers HP shares for now. His...